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MongoDB, Inc.

MDB
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001441816

In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 5 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; ValueAct Capital is the only superinvestor holding it.

13F holders, Q1 2025

Institutional positions in MongoDB, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
663
−39 vs. Q4 2024
Shares held
69.0M
+4.31M (+6.7%) vs. Q4 2024
Total value
$12.1B
−$3.00B (−19.9%) vs. Q4 2024
New holders
103
275 more added
Sold out
142
204 more reduced

11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MDB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 663 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ1 2025: $12.1B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2024.

Institutions holding MDB in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc1$00.00%−356−99.7%Reduced
Hemington Wealth Management4$00.00%−18−81.8%Reduced
Global Financial Private Client, LLC1$1750.00%00.0%Unchanged
Creative Financial Designs Inc1$1750.00%+1New
Umb Bank N A1$1750.00%+1New
TD Capital Management LLC1$1750.00%+1New
TFC Financial Management1$1760.00%+1New
American Capital Advisory, LLC1$1760.00%+1New
Winnow Wealth LLC2$3100.00%00.0%Unchanged
Key Financial Inc2$3510.00%00.0%Unchanged
Copia Wealth Management2$3510.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC2$3510.00%+2New
Cromwell Holdings LLC2$3510.00%+2New
Mowery & Schoenfeld Wealth Management, LLC2$3510.00%+2New
Binnacle Investments Inc2$3510.00%+2New
Hughes Financial Services, LLC2$3530.00%+2New
Beacon Capital Management, LLC3$5260.00%+3New
Wealth Preservation Advisors, LLC3$5260.00%+3New
PayPay Securities Corp3$6850.04%−8−72.7%Reduced
Cheviot Value Management, LLC4$6920.00%+4New
Atlantic Trust, LLC4$7020.00%+4New
Raffa Wealth Management, LLC5$8770.00%00.0%Unchanged
Fortitude Family Office, LLC5$8770.00%00.0%Unchanged
Garde Capital, Inc.5$8770.00%+5New
UMA Financial Services, Inc.5$8770.00%+5New
Capital Analysts, LLC8$1.00K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.6$1.05K0.00%00.0%Unchanged
TD Private Client Wealth LLC6$1.05K0.00%+1+20.0%Added
CoreCap Advisors, LLC6$1.08K0.00%+1+20.0%Added
Valued Wealth Advisors LLC7$1.23K0.00%00.0%Unchanged
Ameriflex Group, Inc.9$1.58K0.00%00.0%Unchanged
Bogart Wealth, LLC9$1.58K0.00%+9New
MV Capital Management, Inc.10$1.75K0.00%−6−37.5%Reduced
Legacy Wealth Managment, LLC10$1.75K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1.75K0.00%00.0%Unchanged
Ridgewood Investments LLC10$1.75K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC10$1.75K0.00%00.0%Unchanged
Rise Advisors, LLC10$1.75K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC10$1.75K0.00%+1+11.1%Added
Salem Investment Counselors Inc11$1.93K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$1.93K0.00%00.0%Unchanged
Brown Brothers Harriman & Co12$2.10K0.00%−11−47.8%Reduced
Trust Co of Vermont12$2.10K0.00%00.0%Unchanged
Private Trust Co NA12$2.10K0.00%+1+9.1%Added
Sierra Ocean, LLC12$2.10K0.00%+6+100.0%Added
Westside Investment Management, Inc.12$2.12K0.00%00.0%Unchanged
Whipplewood Advisors, LLC18$2.46K0.00%+4+28.6%Added
Hexagon Capital Partners LLC14$2.46K0.00%−56−80.0%Reduced
Tower View Investment Management & Research LLC15$2.63K0.00%00.0%Unchanged
Mascoma Wealth Management LLC15$2.63K0.00%+15New
Park Place Capital Corp15$2.63K0.00%+15New
Bruce G. Allen Investments, LLC15$2.63K0.00%+15New
True Wealth Design, LLC16$2.81K0.00%+15+1,500.0%Added
South State Corp.16$2.81K0.00%+16New
Golden State Wealth Management, LLC17$2.98K0.00%+2+13.3%Added
Mather Group, LLC.17$3.06K0.00%−7−29.2%Reduced
Grove Bank & Trust19$3.33K0.00%−27−58.7%Reduced
Private Wealth Management Group, LLC20$3.51K0.00%00.0%Unchanged
Sound Income Strategies, LLC20$3.51K0.00%+2+11.1%Added
CBIZ Investment Advisory Services, LLC20$3.51K0.00%+14+233.3%Added
Murphy & Mullick Capital Management Corp20$3.51K0.00%+20New
ORG Partners LLC21$3.71K0.00%+21New
E Fund Management (Hong Kong) Co., Ltd.24$4.00K0.00%+18+300.0%Added
Bell Investment Advisors, Inc24$4.21K0.00%−5−17.2%Reduced
Spire Wealth Management25$4.38K0.00%+17+212.5%Added
Curio Wealth, LLC1$4.42K0.00%+1New
Larson Financial Group LLC26$4.56K0.00%−50−65.8%Reduced
Capital A Wealth Management, LLC26$4.56K0.00%00.0%Unchanged
West Branch Capital LLC26$4.56K0.00%+26New
WPG Advisers, LLC27$4.74K0.00%−42−60.9%Reduced
Cornerstone Planning Group LLC30$4.88K0.00%+7+30.4%Added
Creekmur Asset Management LLC28$4.91K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC28$4.91K0.00%+5+21.7%Added
Capital Advisors, Ltd. LLC27$5.00K0.00%−47−63.5%Reduced
Saudi Central Bank29$5.09K0.03%+29New
Main Street Group, LTD30$5.26K0.00%00.0%Unchanged
Eastern Bank30$5.26K0.00%00.0%Unchanged
LRI Investments, LLC33$5.79K0.00%00.0%Unchanged
Darwin Advisors, LLC25$5.94K0.00%00.0%Unchanged
Huntington National Bank35$6.14K0.00%+12+52.2%Added
Northwest Capital Management Inc38$6.67K0.00%00.0%Unchanged
Wolff Wiese Magana LLC45$7.89K0.01%−13−22.4%Reduced
VSM Wealth Advisory, LLC45$7.89K0.00%+45New
Private Wealth Asset Management, LLC46$8.07K0.00%+46New
Legacy Bridge, LLC47$8.24K0.00%00.0%Unchanged
Front Row Advisors LLC50$8.77K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP50$8.77K0.01%00.0%Unchanged
SWAN Capital LLC50$8.77K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.50$8.77K0.00%+50New
Avion Wealth42$9.00K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC56$9.82K0.00%−2−3.4%Reduced
Parkside Financial Bank & Trust57$10.0K0.00%+16+39.0%Added
Harbour Investments, Inc.59$10.3K0.00%−10−14.5%Reduced
Putney Financial Group LLC60$10.5K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC64$11.2K0.00%+3+4.9%Added
Continuum Advisory, LLC67$11.8K0.00%−13−16.3%Reduced
Sandy Spring Bank68$11.9K0.00%−59−46.5%Reduced
Montag A & Associates Inc70$12.3K0.00%00.0%Unchanged
Financial Avengers, Inc.85$14.9K0.01%−15−15.0%Reduced
Pittenger & Anderson Inc85$14.9K0.00%00.0%Unchanged